Calculated fields are custom fields used to display results based on existing data within ClearPoint. You can use calculated fields to create new metrics or ratios that aren't directly tracked in your data, such as profit margins or Return on investment.
Creating the calculated field
From the Control Panel click on System Settings
Select System Setup
Click on Calculated Fields under Professional Features
Click on the Plus icon
Under Calculated Field Name, enter the name of the new calculated field, in this example, ‘Percent of Target’.
We are going to choose Percentage as the Data Type
If ‘Default’ is selected, the values for each measure will retain the data type for that measure.
We are going to enter the following values in the Calculation field
In this example, we are going to start with opening a parenthesis using the operator buttons
Select Actual as the Series and Current Period as the Aggregation
Click on Insert
Use the operator buttons again to Divide
We will continue with the rest of the calculation
Choose Target as the Series and Current Period as the Aggregation
Close the parenthesis and use the operator button to multiply by 100
The completed formula should look like this, ( [Actual][CurrentPeriod] / [Target][CurrentPeriod] ) * 100
Testing the calculated field
You can use the Test button to see how this calculated field would calculate for a particular measure.
From the Control Panel click on System Settings
Select System Setup
Click on Calculated Fields under Professional Features
Locate the Calculated Field you are going to be working with
Click on the edit Pencil icon
Click on the Test button
Select a Scorecard from the dropdown menu
Choose a Period using the dropdown menu
Click on Preview
Preview will display up to 25 results from a scorecard for the calculation.
Once you are done with your changes, click Save
Using the calculated field as a column in a Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Measure Reports
Select the Measure Report you are going to be working with, in this example, ‘Percent Complete’.
From the Detail page click on the edit Pencil icon
Navigate to the Columns tab
Click on Add Column
Locate the custom field and mark the checkbox next to it’s name
Click Save
Once you are done with your changes, click Save
